Victoria

As a personal LPL Financial Advisor and CFP®, Scott works extensively in assisting high net worth individuals, such as corporate executives, professionals, and retirees, manage their wealth while working to properly allocating their portfolios. Handling a client’s financial needs encompasses not only investments but insurance, disability/long-term care planning and other important issues that most everyone will face during their lifetime. Following the longstanding philosophies of LPL Financial, Scott works to ensure that the client’s interests come first and foremost. He has created a business model that focuses around a client's financial needs; estate planning, utilizing a CPA and financial planner. These three separate professionals plot the course based on a client's goals and needs.

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